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Schwab U.S Small- Cap ETF

1,122 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 1,1561,122 (-34)

16% less funds holding in top 10

Funds holding in top 10: 6756 (-11)

51% less capital invested

Capital invested by funds: $11B → $5.37B (-$5.61B)

Holders
1,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$63K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$29.8M
Betterment LLC
27
Betterment LLC
New York
$29.2M
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$29.1M
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$28.4M
KFC
30
Klingenstein Fields & Co
New York
$28.1M
Corient Private Wealth
31
Corient Private Wealth
Florida
$27.7M
Osaic Holdings
32
Osaic Holdings
Arizona
$26.6M
MAG
33
Mokosak Advisory Group
Iowa
$26.6M
LWMT
34
Legacy Wealth Management (Tennessee)
Tennessee
$26M
SFS
35
Summit Financial Strategies
Ohio
$24.8M
GRR
36
Golden Reserve Retirement
Ohio
$23.7M
Ameriprise
37
Ameriprise
Minnesota
$23.7M
Jones Financial Companies
38
Jones Financial Companies
Missouri
$23.1M
BWA
39
BlueSky Wealth Advisors
North Carolina
$22.2M
DAS
40
Dynamic Advisor Solutions
Arizona
$22.1M
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$22M
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$21.7M
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$21.4M
NFW
44
Noble Family Wealth
Florida
$21.2M
Wells Fargo
45
Wells Fargo
California
$21.2M
BPA
46
Beacon Pointe Advisors
California
$20.1M
FWM
47
ForthRight Wealth Management
Georgia
$19.7M
SFP
48
Strategic Financial Planning
Texas
$17.8M
PCIA
49
Prime Capital Investment Advisors
Kansas
$17.5M
MFGP
50
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M